Aditya Birla Sun Life Conservative Hybrid Fund
Regular Plan · GROWTH · Conservative Hybrid · Scheme code 101818
Fund houseAditya Birla Sun Life Mutual Fund
CategoryConservative Hybrid
Plan & optionRegular · GROWTH
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.32 | 2.59 | 2.17 | 5.37 | 8.18 | 7.66 | 8.73 | 7.61 | 8.75 |
| Conservative Hybrid category median |
— | — | — | 0.31 | 6.62 | 6.39 | — | 6.95 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 3.7% | 0.46 | 0.66 | — | — | -23.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 4,690 | -18.8% | 8.4% | 35.1% | 9% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.